Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
October 12, 2017

It continues to do fairly well. Last quarter they had a hiccup in that their growth slowed down a little. In the last quarter they talked about a large contract that went cold on them. Everyone thought that was Samsung (SMSN-LSE). He has not seen much visibility around that. He would like to see that acceleration again in their numbers. Longer term this company has tremendous growth opportunities. They will probably be taken out by one of their competitors.

Kinaxis Inc (KXS-T)
October 12, 2017

It continues to do fairly well. Last quarter they had a hiccup in that their growth slowed down a little. In the last quarter they talked about a large contract that went cold on them. Everyone thought that was Samsung (SMSN-LSE). He has not seen much visibility around that. He would like to see that acceleration again in their numbers. Longer term this company has tremendous growth opportunities. They will probably be taken out by one of their competitors.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$71.300
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
October 12, 2017

It has been a past pick and he continues to like it. It will take some time. They are integrating push to talk over cellular for fleets. The devices are antiquated and they are bringing them into the 21st century. They need certification on some of the networks in the States. Longer term he continues to likes it and continues to add on weakness.

Siyata Mobile Inc (SIM-X)
October 12, 2017

It has been a past pick and he continues to like it. It will take some time. They are integrating push to talk over cellular for fleets. The devices are antiquated and they are bringing them into the 21st century. They need certification on some of the networks in the States. Longer term he continues to likes it and continues to add on weakness.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.630
Owned
Yes
WATCH
WATCH
October 12, 2017

They have a number of products in the states that are infused with cannabis in markets where it is legal. He is a big believer that the movement in this business is also about the medical and delivery systems and this company is all about it. Keep it on the radar. Watch for more States to legalize it.

They have a number of products in the states that are infused with cannabis in markets where it is legal. He is a big believer that the movement in this business is also about the medical and delivery systems and this company is all about it. Keep it on the radar. Watch for more States to legalize it.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.310
Owned
Unknown
BUY
BUY
October 12, 2017

There is always criticism of growth by acquisition, but it is fairly normal as part of a lot of larger companies’ strategy. They can increase rents higher than inflation for organic growth. Since the new management has taken over they have had both growth strategies. This is really the only Canadian example of the storage business, which is high growth in the US. As numbers come out you will see both sources of growth and the market will see it.

There is always criticism of growth by acquisition, but it is fairly normal as part of a lot of larger companies’ strategy. They can increase rents higher than inflation for organic growth. Since the new management has taken over they have had both growth strategies. This is really the only Canadian example of the storage business, which is high growth in the US. As numbers come out you will see both sources of growth and the market will see it.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$2.180
Owned
Unknown
WATCH
WATCH
October 12, 2017

There have been a lot of moving parts on this one. They have had a long track record of doing this. They did fairly well as a private company. They have a diversified portfolio but some partners have run into financial difficulties. Their due diligence is being questioned. It has been staying in a trading range. He thinks you will see resolution of a couple of outstanding issues plus they will add a couple of new partners in the near term. Longer term it is a business with a nice dividend.

Alaris Royalty (AD-T)
October 12, 2017

There have been a lot of moving parts on this one. They have had a long track record of doing this. They did fairly well as a private company. They have a diversified portfolio but some partners have run into financial difficulties. Their due diligence is being questioned. It has been staying in a trading range. He thinks you will see resolution of a couple of outstanding issues plus they will add a couple of new partners in the near term. Longer term it is a business with a nice dividend.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$20.750
Owned
Unknown
WATCH
WATCH
October 12, 2017

They started with Bluetooth asset trackers and are moving into cellular asset trackers. It has been constrained in the past by battery power. They came up with lower power chips for both. It is about fleet tracking as well as tool tracking. They are working in Japan, Canada, and seeking certification with two US networks. The networks want this desperately so they can get a whole new customer base.

They started with Bluetooth asset trackers and are moving into cellular asset trackers. It has been constrained in the past by battery power. They came up with lower power chips for both. It is about fleet tracking as well as tool tracking. They are working in Japan, Canada, and seeking certification with two US networks. The networks want this desperately so they can get a whole new customer base.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.390
Owned
Unknown
HOLD
HOLD
October 12, 2017

It was the ‘go-go’ stock a few years ago and now the one everyone hates. He gets a lot of calls. A lot of people are frustrated as they go through restructuring. They feel they are very close to getting approval to spin the company off into two. He focuses on pure numbers. They are fantastic. They grew their business to make up for the healthcare benefits cuts previously. The principles there now have a lot of stock that they bought at higher prices. They are growing organically. People need to be patient during the restructuring.

It was the ‘go-go’ stock a few years ago and now the one everyone hates. He gets a lot of calls. A lot of people are frustrated as they go through restructuring. They feel they are very close to getting approval to spin the company off into two. He focuses on pure numbers. They are fantastic. They grew their business to make up for the healthcare benefits cuts previously. The principles there now have a lot of stock that they bought at higher prices. They are growing organically. People need to be patient during the restructuring.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.305
Owned
Unknown